Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (28119)	9/6/1999 11:02:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77400

Gary, Great people is my first response. Secondly, if their box goes head to head with Cerent, CSCO is in for a huge battle. Desh and Dan have the relationships with the carriers that Chambers covets. All of the upper management and several of the top engineers founded and built Cascade communications. LU and NT have the relationships but I am unsure about their product offering in this space.I am just not sure about the breadth of the company and the market size in general. Ken Phillips posted this on the NT thread earlier in the week. It summarizes the growth estimates of the DWDM market. siliconinvestor.com I like the company but probably more for the immediate gains than for a year long hold (much like your JNPR play). I would certainly not bet against these guys. Brian